Creatis Capital LLC

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Cape Elizabeth, Maine
CRD number
131986
Registered since
January 5, 2005

Firm profile

FINTRX

Overview

Creatis Capital LLC is organized as a limited liability company and has been SEC-registered since 2005. The firm is identified as being owned by a domestic entity and an individual and is classified in the snapshot as unclassified. The profile indicates it is not structured as a multi-state adviser, is not newly formed, and does not serve in a pension consultant or related-adviser capacity. The FINTRX snapshot provides only a high-level regulatory and ownership view; core details such as client segments, fee schedules, and day-to-day advisory activities are not included in the source data. The record also flags that the firm is not an active ESG investor and is not designated as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Michael Bohlmann

    Michael Bohlmann

    Founder & CEOCRD 4219731

Contacts

3 of 4
  • Jon Nixon

    Jon Nixon

    FounderCRD 4710715

  • Carl-Johan Berg

    Carl-Johan Berg

    Managing DirectorCRD 5729152

  • Gina Dwyer

    Gina Dwyer

    Vice PresidentCRD 6501869

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Cape Elizabeth, ME

Cumberland

Location

Cape Elizabeth, ME

Headquartered in Cape Elizabeth, ME, anchoring the Portland-Lewiston-South Portland, ME metro in the Northeast.

Metro area
Portland-Lewiston-South Portland, ME
Region
Northeast
County
Cumberland
Address
23 Salt Spray Ln
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth